The IRS is treating the stimulus checks as if they were tax refunds. On their website, the IRS indicates that the amount of the stimulus check will be reduced or seized if : You are single and your net income tax liability is less than $600. If you file Form 1040 net income tax liability…
Administrator The individual or institution appointed by the court to oversee the settlement of an estate of a person who has died without a will. Alternative Date of Death The executor or trustee of an estate has the option to appraise or value assets six months after the death of the decedent. Estate tax liabilities…
Bankrate, Inc. (Nasdaq: RATE) has published the findings of a national poll which found that 57% of consumers do not have a will. Furthermore, 69% of parents with children under the age of 18 are not prepared with a will. The poll is included in this month’s segment of Bankrate’s Financial Literacy Series: Planning for…
Days before their 1997 wedding ceremony, comedian Bill Murray and his wife, Jennifer Butler Murray, entered into a 26-page antenuptial agreement (excerpted at Slate.com). "Jennifer … is aware that Bill is a person of very substantial means and income," the document said (Page 2). The agreement stipulated that Murray would "continue to retain all right…
Alexis Martin Neely, founder of the Family Wealth Planning Institute and the Personal Family Lawyer (TM) Program, of which I am proud now to be a part, appeared on the Today Show today with information about the needs of parents to name guardians for their children, both short-term and long-term and the importance of passing…
More and more people are holding the bulk of their wealth in qualified plans and individual retirement accounts (IRAs). Although most plan participants know that these vehicles provide income tax-free growth for assets held in them, few understand the rules regarding plan distributions. With proper planning, participants can make the most of this income tax…
What is Probate? At death, your will goes through probate. Probate simply means the process by which your last will is determined to be your final dispositive statement and which confirms the appointment of the person or institution you have named to administer your estate. The term probate is also used in the larger sense…
Estate planning is one of the most important steps any person can take to make sure that their final property and health care wishes are honored, and that loved ones are provided for in their absence. Though often overlooked or put off in favor of more immediate concerns, a comprehensive estate plan can resolve a…
There are a lot of estate planning tools available to you. The following table summarizes the benefits provided by some of the more common estate planning techniques. Talk to your estate planning attorney for the details. (Note: For definitions of the estate planning tools compared in this table, i.e. "Pour-Over Will", scroll to the bottom…
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When it comes to estate planning, there are 5 ridiculous myths that could cause your plan to crumble and fall apart when your family needs it the most.
Whether you already have an estate plan or you have ZERO documents in place, this report will help you identify common myths and mistakes so that you can FIX any problems, make the right decisions and properly safeguard the people and things you love.
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• The most common reason why estate plans FAIL when families need them the most (…this can happen no matter how much you paid or how great your attorney was!)
• Why estate planning is not just for the rich or elderly, and the bare minimum documentation every adult over 18 needs in place
• Why your kids may still end up in the care of social services, even with guardians named, if something happens to you
• One common oversight that may force your estate into probate, even though you have a rock-solid trust in place
• Why your family may not be able to honor your most private health care wishes if something happens to you
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National Healthcare Decisions Day is on April 16th, and it’s an important reminder for every adult to let someone know their most private wishes about medial treatments and possible end-of-life care. Far too many people assume that their families would make the choices they would want in an emergency. Yet everyday we hear stories of…